FINANCIAL ADVICE

Financial planning

An Adelaide-based wealth management practice has entered a joint venture to launch an online recruitment service, called Jobs.com.au, through which it will source referra...

Financial planning

The Financial Planning Association has confirmed that it is investigating six complaints about its members in relation to the failed Westpoint group....

Financial planning

The superannuation guarantee and strong economic and stock market performance have raised the average amount each Australian holds in managed funds to $45,300, far more t...

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Financial planning

A former Queensland financial planner has been sentenced to four and a half years imprisonment after pleading guilty to six fraud charges brought by the Australian Securi...

Financial planning

The FPA said it is pleased with the progress of its recently launched television, print and Internet advertising campaign, having already received requests for 1500 assoc...

Financial planning

With the FPA’s television commercials set to begin screening in two weeks, the association has gone into warm-up mode, with chief executive Kerrie Kelly today distributin...

Financial planning

Financial planners who give advice to clients without taking a fee would be excused from rigorous disclosure requirements, including having to supply statements of advice...

Financial planning

Despite heavy criticism of advisers over conflicts of interest, the vast majority do not believe the financial planning industry should abandon commission-based remunerat...

Financial planning

“Broad-brush” critics of the financial planning industry have had their disapproval blunted by a new survey, which found a growing number of consumers believe the quality...

Financial planning

Research has confirmed the Chinese market offers strong prospects for financial planners with a nationwide study revealing 63.59 per cent of consumers in China sought adv...

Financial planning

Consumers would receive a rebate to help pay for financial advice on superannuation under a proposal that has been put to the Federal Government by a key banking lobby gr...

Financial planning

Sydney planning firm Money Solutions has entered into a partnership with REST to provide financial advice to its 1.5 million members....

Financial planning

With conflicts of interest in the spotlight, receiving payment for services is no simple matter. Zoe Fielding asked Financial Planning Association director Sarah Brennan ...

Financial planning

The recent ruling by the Australian Taxation Office allowing financial planners to give tax advice has blurred the roles of accountants and advisers even further. In the ...

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 1 week ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

5 months 1 week ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

7 months 2 weeks ago

The RBA has handed down its much-anticipated rate decision, following widespread expectations of a close call....

4 days 20 hours ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

2 weeks 5 days ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

4 weeks 1 day ago